Hannah Strong is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Her background includes roles at Raymond James & Associates and Wells Fargo Clearing. Prior to her financial career, she worked at Lilly Pulitzer and studied at Florida International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Hunter Kicklighter is a financial advisor with Fisher Investments in Savannah, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Brighthouse Financial for six years and at Shipt, Inc. for two years. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Stefanie Gretkowski is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets solutions.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Jessica Bates is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Fries Wealth Management Group. She has over 16 years of experience in the financial industry, specializing in delivering tailored investment strategies that focus on both sides of the balance sheet. Jessica works with a diverse clientele, including professional athletes, business owners, and individuals, aiming to help them meet their financial goals with an emphasis on risk management and tax efficiency. Her expertise covers areas such as college education planning, LGBT wealth planning, philanthropic planning, women and wealth, sports and entertainment, and individual and corporate investment strategy. Jessica holds the Personal Investment Advisor (PIA) designation and has completed training as a Certified Divorce Financial Analyst (CDFA4). She completed her high school education at Comstock High School. Jessica is involved with several professional and community organizations, including the NFL Alumni Chicago. Her community involvement extends to the Chicago Park District, Jewish United Fund, and Special Olympics. Outside of her professional work, Jessica's personal interests include basketball, boxing, football, music, photography, running (including marathons), tennis, traveling, and yoga.

Amanda King is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as a Girl Scout Troop Leader in Savannah, Georgia, where she hosts meetings and plans activities for youth leadership development. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Cardinal is a financial advisor at Merrill with Series 65, 66, and 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, J.P. Morgan Securities, E*Trade, and Morgan Stanley. He has been involved with his own business, Cardinal Brothers, LLC, since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kim Annunziata is a financial advisor with Morgan Stanley in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory work, she has worked as a bartender and waitress for a catering company in Hilton Head, SC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Justin Parker is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with Morgan Stanley in Savannah, GA. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is co-owner of Parker's Smoked Meats, a restaurant in Savannah. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Cheryl Carlon is a Series 63 licensed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Savannah, GA. She has been affiliated with Wells Fargo Clearing and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jacqueline Hunt is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Outside of her advisory role, she owns and markets for H2 Energy INC, a fuel distribution company based in Richmond Hill, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Stewart is a financial advisor with Cambridge Investment Research Advisors in Richmond Hill, GA. He holds the Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, Stewart worked at Custom Audio Video and Best Buy Co., Inc. In addition to his advisory work, he is involved in insurance, benefits, and human resources through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies including proprietary and third-party models.

Cassidy Giroux is a financial advisor at Equitable Advisors with six years of industry experience. She holds a Series 66 designation and has prior experience in hospitality and educational roles, including work with Red Moon Hospitality LLC and Appalachian State University. Giroux is also a notary public with The Clerk's Authority Georgia Superior Court Clerks' Cooperative Activity. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and endorsed third-party managers.

Alan Kinney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves as power of attorney for his mother, dedicating several hours monthly to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

David Hill is a financial advisor at Edelman Financial Engines with Series 65 credentials and over a decade of industry experience, including eight years at The Estate Planners Group, LLC. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Young is a financial advisor with LPL Financial in Savannah, GA, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Merrill and Bank of America, as well as positions with Edward Jones and the American Cancer Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Clements is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Clements is also a majority owner of Legacy Asset Management, LLC, an investment-related business based in Richmond Hill, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin O'Neil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Merrill and Bank of America, N.A. since 2013. He serves as a committee member of the Kiwanis of Skidaway, a nonprofit organization supporting at-risk children in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Hughes is a financial advisor with J.P. Morgan Securities in Savannah, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, along with experience at Coastal Cathedral and Belk. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to guide investment recommendations.